Tazz

Jumpin Jivin stilalivin too smooth to move tootyfruity here to do my duty gonna do my thang mean time tween time say grace and trade this space. GBYE AMERICA1ST

[Tazz @TazzWinds]

@Desi_Trade 🤔🤓😂

[Kalshi @Kalshi]

JUST IN: AT&T CEO says Elon Musk's SpaceX telecom plan is "not a viable strategy" because fiber "is still faster"

[Tazz @TazzWinds]

@commonsensebull @E4Afamily 🥇🥇🥇

[Tazz @TazzWinds]

@rebeccawalser @FoxBusiness 🥇🇺🇸💯🎯🔥

[Tazz @TazzWinds]

@JackieDeAngelis Stay Amazing. Godspeed.

[Tazz @TazzWinds]

@kay_dub_h Socialism=Pair of Rolexes

[Rob Schneider 🇺🇸 @RobSchneider]

I will be making zero sports purchases from @DICKS because they are
#CHRISTIANOPHOBIC

[Tazz @TazzWinds]

@RobSchneider @DICKS

[Tazz @TazzWinds]

@kay_dub_h Holy sh*t, baby girl-not in the same frame😅😆

[Tazz @TazzWinds]

@realrobluna 🥇🇺🇸���🇸🇺🇸🙏🫡

[Tazz @TazzWinds]

🏆@RickSantelli 🏆 vs @andrewrsorkin

[Joe Rogan Podcast News @joeroganhq]

September 4, 2021.

Paddy Pimblett makes his debut at UFC Vegas 36.

Fun fact: Paddy Pimblett decided he wanted to become an MMA fighter in the middle of the night when he was 13 after watching Vitor Belfort knock out Rich Franklin.

[Tazz @TazzWinds]

@commonsensebull @DivesTech 🐐💯🇺🇸

[Tazz @TazzWinds]

@cvpayne @rebeccawalser 💯all day evday🥇

[GUL @gulVasikova]

🚀 $SPCX SpaceX: The Market Is Starting to Price SpaceX as More Than a Rocket Company

SpaceX jumped ~16% Friday, bringing the 2-day gain to ~23% and adding more than $327B in market value. What’s interesting is that the rally came after the first major lockup expiration, when ~911M shares became eligible to trade. Instead of heavy selling, SpaceX rallied — suggesting demand was much stronger than feared.

🔥 Short squeeze potential: More than 250M shares remain short, around 16% of tradable shares. When a heavily shorted stock breaks higher, forced covering can create a powerful feedback loop: price rises → shorts cover → price rises again.

Options are also showing aggressive positioning. SpaceX options volume reached ~2.24M contracts, including ~1.30M calls, reportedly a record for call volume.

But the bigger story for me is AI infrastructure. SpaceX reportedly generated ~$2.6B in AI revenue in Q2 while spending ~$18.4B on capital expenditures. The spending is huge, but SpaceX is trying to turn AI computing from a cost center into a major revenue engine.

At the same time, JPMorgan expects technology, media and telecom companies to issue a record $540B of debt in 2026 as the AI infrastructure buildout accelerates. This is becoming a massive capital race for GPUs, power, data centers and customers.

SpaceX has a major advantage: capital + Nvidia GPUs + Starlink + launch infrastructure + AI compute demand. Bernstein has even warned that SpaceX could potentially move toward the “front of the line” for Nvidia GPU capacity, creating another challenge for neoclouds like $CRWV and $NBIS.

Then there’s the potential $60B Cursor acquisition, which could strengthen SpaceX’s AI software, coding and enterprise ecosystem even further.

The real thesis isn’t simply rockets anymore. It’s 🚀 Starship + 🛰️ Starlink + 🧠 AI compute + 💻 AI software + ⚡ data centers + 🤖 AI agents.

Wall Street currently has a Moderate Buy consensus with an average target around $229.54, but valuation is already extremely demanding.

I wouldn’t chase a 23% move purely because of short covering and options activity. The real question is whether SpaceX can turn its massive AI spending into recurring revenue while continuing to scale Starlink and Starship.

If it can, today’s valuation could eventually look very different.

SpaceX is becoming a bet on the convergence of space + AI + compute + satellites + software. 🚀

$SPCX $NVDA $CRWV $NBIS $TSLA

[Tazz @TazzWinds]

@Desi_Trade 💯💪

[Vincent Desiano @Desi_Trade]

Tomorrow, we start Monday Live Trading on YouTube.

To the loyal 2,000 that show up every morning in the pre market, let’s have some fun into the open 🤝

See you there!

[Elizabeth Barcohana @E_Barcohana]

I don’t understand why we keep asking them every Sunday to confirm if they mean what they say?

They mean it.

[Tazz @TazzWinds]

@AlbertaGirl34 Hey🔥 Now

[Tazz @TazzWinds]

@BethanyForTruth 💯

[Randi Hipper @missteencrypto]

Good morning legends ☀️

[Tazz @TazzWinds]

🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡

[Brandon Tatum @TheOfficerTatum]

A Karen interrupted a father-son moment after a little boy caught a fish and posed for a photo with his dad.

Some people really can’t mind their own business. 🙄